/executive-kpi-briefings
Template pack for summarizing BI insights for ELT/board stakeholders.
$ npx -y skills add gtmagents/gtm-agents --skill executive-kpi-briefings --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/executive-kpi-briefings
Context preview
The summary Claude sees to decide when to auto-load this skill.
Template pack for summarizing BI insights for ELT/board stakeholders.
SKILL.md
executive-kpi-briefings.SKILL.mdname: executive-kpi-briefings description: Template pack for summarizing BI insights for ELT/board stakeholders.
Executive KPI Briefings Skill
When to Use
- Preparing weekly/monthly ELT updates with BI insights.
- Translating dashboards into succinct decision memos.
- Coordinating follow-up actions after KPI reviews.
Framework
1. **Headline & Signal** – lead with KPI delta, direction, and confidence. 2. **Driver Analysis** – highlight top drivers, segments, or anomalies. 3. **Implications** – spell out impact on goals, customers, or investments. 4. **Actions & Owners** – list next steps, DRIs, due dates, and guardrails. 5. **Appendix** – link to dashboard tabs, methodology, and deeper data.
Templates
- 1-page KPI memo (headline, context, actions).
- Slide template for ELT/board readouts.
- Follow-up tracker with ownership + status fields.
Tips
- Keep narratives under 200 words unless deeper context is requested.
- Pair with `build-exec-dashboard` and `plan-bi-roadmap` for consistent storytelling.
- Capture questions/decisions in a log to feed future prioritization.
---
Free AI automation for sales, marketing, and growth teams. No coding required.
Other skills on gtm-agents.
- /account-tiering
Use when defining ABM tiers, scoring logic, and coverage rules.
Open skill - /personalization
Use when crafting tiered ABM messaging, offers, and creative variants.
Open skill - /signal-intel
Use when consolidating intent, product usage, and third-party signals
Open skill - /account-health-framework
Use to score accounts, flag risks, and standardize remediation triggers.
Open skill - /exec-briefing
Use to craft concise executive updates, agendas, and follow-up logs for
Open skill - /expansion-playbook
Use to package upsell, cross-sell, and advocacy motions tied to customer
Open skill